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SMVLX vs VIVAX
SMVLX vs VIVAX Comparison
Open Charts SMVLX vs VIVAX
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
SMVLX vs VIVAX Comparison Chart in %
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SMVLX vs. VIVAX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SMVLX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. SMVLX (4.28B). VIVAX pays higher dividends than SMVLX: VIVAX (1.84) vs SMVLX (1.60). SMVLX was incepted earlier than VIVAX: SMVLX (18 years) vs VIVAX (33 years). SMVLX (1.22) is less costly to investors than VIVAX (0.17). SMVLX is a more actively managed with annual turnover of: 13.30 vs. VIVAX (9.00). SMVLX (3000) and VIVAX (3000) have matching initial minimum investment requirements. VIVAX annual gain was more profitable for investors over the last year : 14.12 vs. SMVLX (6.76). VIVAX (67.27) and SMVLX (64.28) have equivalent 5 years return.
| SMVLX | VIVAX | SMVLX / VIVAX | |
| Total Expense Ratio | 1.22 | 0.17 | 718% |
| Annual Report Gross Expense Ratio | 1.22 | 0.17 | 718% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 4.245 | 5.461 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.28B | 218B | 2% |
| Annual Yield % from dividends | 1.60 | 1.84 | 87% |
| Returns for 1 year | 6.76 | 14.12 | 48% |
| Returns for 3 years | 25.39 | 40.32 | 63% |
| Returns for 5 years | 64.28 | 67.27 | 96% |
| Returns for 10 years | 158.37 | 165.85 | 95% |
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